Long-Term Care: The Policy You Hope You Never Use but Really Need to Understand
Learn why it’s vital to understand long-term care policies to protect your retirement income including premiums, extent of coverage, and eliminations periods.
David Lerner Associates Donates $20,000 to Support Police Officers and Their Families
David Lerner Associates presented a check to Greater Long Island Running Club as a sponsor of the 35th Annual Long Island Police Appreciation Run at Eisenhower Park.
Renting vs. Owning in the New Housing Reality: What It Means for Retirement
Planning for retirement while navigating the current housing market. Learn different considerations for renting vs. owning in 2026.
5 Pillars of Financial Literacy: A Framework for Managing Money & Building Long-Term Stability
These pillars of financial literacy provide a clear framework for managing money, building stability & making informed decisions at every stage of life.
ABLE Accounts Explained: Financial Literacy for Americans with Disabilities and Veterans
ABLE accounts help Americans with disabilities and veterans save without losing benefits. Learn who qualifies and why these accounts matter.
Financial Literacy and Retirement: The Knowledge That Could Change Your Future
April is Financial Literacy Month. Learn how increasing your financial literacy can positively affect your retirement security by understanding concepts of inflation, debt, and more.
Long-Term Care vs. Life Insurance: Understanding Differences and How They Work Together
Discover how long-term care and life insurance work, how they differ and strategies that can be used together for legacy planning.
Financial Spring Cleaning: Why Annual Financial Refresh Can Secure Your Retirement
Each April, refresh how you manage your money with a financial spring cleaning. Go through financial records, estate planning, and investment planning.